Meaningful experience and expertise in macro-economic analysis, including both primary research and curation/assessment of third party analysis.•Deep knowledge and experience in equity security analysis and portfolio management across multiple styles (large cap/small cap, value/core/growth).•Meaningful experience and expertise in both top-down and bottom-up investment analysis, including strategic/tactical asset allocation, multi-strategy investing, fixed income portfolio management, equity portfolio management, and equity security analysis.•Meaningful knowledge of multi-asset class investing.•Extensive experience and expertise working with financial data and related analytical tools.•Detailed knowledge of securities including but not limited to stocks, bonds, mutual funds, ETFs, SMAs, structured products, alternative investments, and options strategies.•Solid knowledge of investment advisory business including advisory program types. Requires the ability to contribute to the development of the narrative and present it effectively and compellingly to the community of Product and Solutions professionals.•Collaborates with the IP&S Portfolio Solutions team, providing Investment Strategy guidance as that team engages with advisors and clients in delivering customized investment solutions.•Conducts financial advisor meetings, client meetings, and represents the Investment Strategy Group in client meetings and public forums, sometimes requiring travel by car and/or air to local, regional and/or national destinations.